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SYMMES MAINI & MCKEE ASSOCIATES, INC. — SYMMES MAINI & MCKEE ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN, Form 5500 (2024) | Form 5500 Search
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Original filing (PDF)
20251014135142NAL0002944049001
SYMMES MAINI & MCKEE ASSOCIATES, INC.
Form 5500
FILING_RECEIVED
SYMMES MAINI & MCKEE ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN
Defined-contribution retirement plan
Signals · 3
100% in single holding
100% employer stock
No recordkeeper disclosed
Active participants
184
Accounts w/ balance
206
Plan assets (EOY)
$17.1M
Net assets (EOY)
$14.5M
How this plan invests
This plan
1 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
82
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
50
Total plan cost
75
Vendor stack
80
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
SYMMES MAINI & MCKEE ASSOCIATES, INC.
.
Find decision makers
Plan sponsor
Name
SYMMES MAINI & MCKEE ASSOCIATES, INC.
EIN
04-2745179
Address
1000 MASSACHUSETTS AVENUE · CAMBRIDGE, MA · 02138
Phone
(617) 547-5400
Industry
Engineering Services
· Professional & Technical Services
see all
Plan administrator
Name
SYMMES MAINI & MCKEE ASSOCIATES, INC.
EIN
04-2745179
City
CAMBRIDGE, MA
Phone
(617) 547-5400
Plan characteristics
Plan number
003
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-14
Pension benefit codes
2P · Leveraged ESOP
2I · Stock bonus
Audit & trust (Schedule H)
Auditor
KING, MCNAMARA & MORIARTY
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
No Schedule C providers reported
Investments
1 direct security
· $16.8M
(98% of reported assets)
Export CSV
(1)
50/page
100/page
250/page
1000/page
PI
Investment
Type
Shares / units
Cost
Current value
% of plan
Symmes, Maini & McKee Associates, Inc. Company stock
Common Stock
—
$4.3M
$16.8M
98.2%
1–1 of 1
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100
Knocking points off
Top holding "Symmes, Maini & McKee Associates, Inc. Company stock" is 100% of plan.
100% of plan in employer / sponsor stock.
No recordkeeper disclosed on Schedule C.
Helping the score
No Schedule C compensation disclosed — likely a small plan or unbundled.
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